Consumer Lending Processor

WEOKIE Federal Credit UnionOklahoma City, OK
Onsite

About The Position

Highly organized and detail-oriented professional responsible for funding consumer loans accurately and efficiently while ensuring full compliance with WEOKIE policies and regulatory requirements. Builds strong member relationships through clear and timely communication. Performs a thorough final review of each loan to ensure accuracy, completeness, and readiness for funding. Works independently while contributing positively to team culture and consistently delivering a high-quality, error-limited member experience.

Requirements

  • High School Diploma or GED required
  • Customer service experience required
  • Strong attention to detail and ability to analyze and validate complex information.
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office and lending systems such as MeridianLink and FISERV DNA.
  • Demonstrates professionalism, accountability, and commitment to quality work.

Nice To Haves

  • Associate’s or Bachelor’s degree preferred
  • Consumer lending, loan processing, or financial services experience preferred
  • Working knowledge of lending processes, documentation, and compliance preferred
  • Bilingual skills (Spanish or other languages) preferred but not required

Responsibilities

  • Manages loan files from approval through funding and coordinates with members to complete the funding process using DocuSign.
  • Conducts a thorough final audit of each loan prior to funding to ensure compliance with WEOKIE policies, procedures, and applicable regulations.
  • Communicates clearly with members regarding funding steps, timelines, and requirements.
  • Reviews loan documents with members to ensure understanding of terms, payments, and insurance products selected.
  • Ensures all documentation and system data are accurate and complete to minimize errors and rework.
  • Demonstrates strong organization and prioritization to meet funding deadlines and service expectations.
  • Collaborates with internal partners to resolve issues and ensure efficient loan processing.
  • Utilizes MeridianLink, DNA, DocuSign, Microsoft applications, and Eltropy (text messaging) to perform job responsibilities efficiently.
  • Takes ownership of each loan application to ensure a seamless member experience.
  • Builds positive relationships and contributes to a collaborative team environment.
  • Completes required training and adapts to changes.
  • Performs other duties as assigned.
  • May perform occasional business-related errands such as document delivery via FedEx, UPS, or postal services. Mileage reimbursed per policy.

Benefits

  • Mileage reimbursed per policy.
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